Blodgett Wealth Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Blodgett Wealth Advisors, LLC reported 64 stock positions worth $126.2 million. Its top holding was iShares Russell 1000 Growth (IWF) at 14.2% of the portfolio, followed by Nvidia (NVDA, 12.3%) and Apple (AAPL, 11.5%). Compared with Q4 2025, it opened 4 new positions, sold out of 1, added to 14 and reduced 15. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +2%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −14%).

Most Recent 13F
Q2 2026
Location
CONCORD, CA
CIK
0001907826
Portfolio Value
$126.2M (Q1 2026)
SEC Filing
0001907826-26-000002 ↗ filed Apr 30, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $110.4M Q1 2024 Q2 2024: $117.8M Q2 2024 Q3 2024: $118.9M Q3 2024 Q4 2024: $127.5M Q4 2024 Q1 2025: $117.3M Q1 2025 Q2 2025: $127.6M Q2 2025 Q3 2025: $145.2M Q3 2025 Q4 2025: $143.3M Q4 2025 Q1 2026: $126.2M $126.2M Q1 2026 Q2 2026: $149.2M Q2 2026

Holdings 64 stocks · $126.2M
IWF iShares Russell 1000 Growth 14.19% 41,985 $17.9M Reduce -13.6%
NVDA Nvidia Corp. 12.33% 89,177 $15.6M Reduce -2.9%
AAPL Apple Inc. 11.48% 57,087 $14.5M Reduce -3.1%
GOOGL Alphabet Inc. Class A 7.17% 31,452 $9.0M Reduce -6.0%
AMZN Amazon.com Inc. 6.71% 40,667 $8.5M Reduce -1.3%
MSFT Microsoft Corp. 6.70% 22,846 $8.5M Reduce -6.9%
COST Costco Wholesale Corp. 3.66% 4,635 $4.6M Reduce -5.5%
IVV iShares Core S&P 500 ETF 2.97% 5,737 $3.7M Add +2.0%
LLY Eli Lilly & Co. 2.74% 3,759 $3.5M Reduce -10.4%
JPM JPMorgan Chase & Co. 2.52% 10,790 $3.2M Add +2.8%
CRWD CrowdStrike Holdings Inc. Class A 1.86% 6,019 $2.3M Add +16.9%
VTV Vanguard Mrngstr Val ETF-Aui 1.60% 10,298 $2.0M Add +0.1%
UBER Uber Technologies Inc. 1.43% 25,080 $1.8M Add +9.2%
HD Home Depot Inc. 1.30% 5,001 $1.6M Reduce -16.6%
SPY SS SPDR S&P 500 ETF Trust-US 1.29% 2,504 $1.6M No change
AXP American Express Co. 1.21% 5,044 $1.5M No change
BRK.A Berkshire Hathaway Inc. Class A 1.14% 2 $1.4M No change
AVGO Broadcom Inc. 1.01% 4,126 $1.3M Reduce -14.5%
META Meta Platforms Inc. Class A 0.90% 1,995 $1.1M Add +2.6%
DVY iShares Select Dividend ETF 0.90% 7,515 $1.1M No change
MRK Merck & Co. Inc. 0.89% 9,333 $1.1M Add +0.0%
WM Waste Management Inc. 0.87% 4,796 $1.1M Reduce -37.5%
JNJ Johnson & Johnson 0.85% 4,395 $1.1M No change
PANW Palo Alto Networks Inc. 0.75% 5,900 $946K Add +7.8%
NFLX Netflix Inc. 0.74% 9,730 $936K No change
MCD McDonald's Corp. 0.73% 2,984 $927K No change
PG The Procter & Gamble Co. 0.72% 6,280 $907K No change
TSLA Tesla Inc. 0.68% 2,300 $855K Reduce -4.2%
IWM iShares Russell 2000 ETF 0.59% 2,995 $743K No change
CVX Chevron Corp. 0.57% 3,496 $723K Reduce -2.8%
GOOG Alphabet Inc. Class C 0.51% 2,260 $648K No change
CSCO Cisco Systems Inc. 0.47% 7,659 $594K Reduce -3.1%
V Visa Inc. Class A 0.44% 1,835 $555K No change
CRM Salesforce Inc. 0.43% 2,938 $548K No change
WMT Walmart Inc. 0.40% 4,082 $507K Add +0.1%
HON Honeywell International Inc. 0.40% 2,225 $503K No change
ABBV Abbvie Inc. 0.38% 2,176 $473K Reduce -47.9%
IWR iShares Russell Mid-Cap ETF 0.34% 4,350 $423K No change
KMB Kimberly-Clark Corp. 0.32% 4,152 $401K Add +1.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.31% 1,593 $386K No change
QQQ Invesco QQQ Trust Series 1 0.29% 633 $365K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.28% 6,350 $353K Add +3.3%
PSA Public Storage 0.28% 1,300 $352K No change
TSM Taiwan Semiconductor-SP ADR 0.27% 1,015 $343K No change
VZ Verizon Communications Inc. 0.27% 6,806 $342K No change
ED Consolidated Edison Inc. 0.27% 3,000 $340K No change
IJR iShares Core S&P Small-Cap E 0.27% 2,695 $335K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.26% 6,614 $322K Add +0.1%
SNOW Snowflake Inc. 0.25% 2,130 $321K Add +21.4%
XLK SS Technology Select Sector 0.25% 2,350 $312K No change
VYM Vanguard High DVD Yield ETF 0.25% 2,107 $312K No change
SCHW Schwab (charles) Corp. 0.24% 3,167 $298K No change
CAT Caterpillar Inc. 0.23% 415 $294K No change
MUB iShares National Muni Bond E 0.23% 2,739 $291K No change
TIPX SS SPDR BB 1-10YR Tips ETF 0.22% 14,144 $271K No change
XLE SS Energy Select Sector 0.21% 4,250 $260K New
PLTR Palantir Technologies Inc. Class A 0.20% 1,725 $252K New
SHOP Shopify Inc. Class A 0.20% 2,125 $252K No change
INTC Intel Corp. 0.18% 5,248 $232K New
ANET Arista Networks Inc. 0.18% 1,850 $227K No change
WFC Wells Fargo & Co. 0.18% 2,846 $227K No change
DHR Danaher Corp. 0.18% 1,170 $222K No change
GS Goldman Sachs Group Inc. 0.17% 250 $211K Add +0.4%
VWO Vanguard Ftse Emerging Marke 0.16% 3,702 $200K New

Portfolio Sells Q4 2025 → Q1 2026
IWF iShares Russell 1000 Growth Reduce -13.6% 14.19% −1.87
MSFT Microsoft Corp. Reduce -6.9% 6.70% −1.58
LLY Eli Lilly & Co. Reduce -10.4% 2.74% −0.41
WM Waste Management Inc. Reduce -37.5% 0.87% −0.30
ABBV Abbvie Inc. Reduce -47.9% 0.38% −0.29
BX Blackstone Inc. Sold out 0.00% −0.15
AVGO Broadcom Inc. Reduce -14.5% 1.01% −0.15
GOOGL Alphabet Inc. Class A Reduce -6.0% 7.17% −0.14
HD Home Depot Inc. Reduce -16.6% 1.30% −0.14
TSLA Tesla Inc. Reduce -4.2% 0.68% −0.08
CSCO Cisco Systems Inc. Reduce -3.1% 0.47% +0.05
AMZN Amazon.com Inc. Reduce -1.3% 6.71% +0.08
CVX Chevron Corp. Reduce -2.8% 0.57% +0.19
AAPL Apple Inc. Reduce -3.1% 11.48% +0.31
NVDA Nvidia Corp. Reduce -2.9% 12.33% +0.38
COST Costco Wholesale Corp. Reduce -5.5% 3.66% +0.71

Portfolio Buys Q4 2025 → Q1 2026
IVV iShares Core S&P 500 ETF Add +2.0% 2.97% +0.28
VTV Vanguard Mrngstr Val ETF-Aui Add +0.1% 1.60% +0.23
XLE SS Energy Select Sector New 0.21% +0.21
MRK Merck & Co. Inc. Add +0.0% 0.89% +0.20
PLTR Palantir Technologies Inc. Class A New 0.20% +0.20
INTC Intel Corp. New 0.18% +0.18
CRWD CrowdStrike Holdings Inc. Class A Add +16.9% 1.86% +0.18
VWO Vanguard Ftse Emerging Marke New 0.16% +0.16
JPM JPMorgan Chase & Co. Add +2.8% 2.52% +0.16
UBER Uber Technologies Inc. Add +9.2% 1.43% +0.12
WMT Walmart Inc. Add +0.1% 0.40% +0.08
PANW Palo Alto Networks Inc. Add +7.8% 0.75% +0.05
JEPQ JPM Nasdaq Equity Premium Add +3.3% 0.28% +0.03
KMB Kimberly-Clark Corp. Add +1.0% 0.32% +0.03
GS Goldman Sachs Group Inc. Add +0.4% 0.17% +0.01
META Meta Platforms Inc. Class A Add +2.6% 0.90% +0.01
BAC Bank of America Corp. Add +0.1% 0.26% +0.00
SNOW Snowflake Inc. Add +21.4% 0.25% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 72$149.2MIWF, NVDA, AAPL, GOOGL, AMZN
Q1 2026 64$126.2MIWF, NVDA, AAPL, GOOGL, AMZN
Q4 2025 61$143.3MIWF, NVDA, AAPL, MSFT, GOOGL
Q3 2025Amended 64$145.2MIWF, NVDA, AAPL, MSFT, AMZN
Q2 2025 61$127.6MIWF, NVDA, MSFT, AAPL, AMZN
Q1 2025 61$117.3MIWF, AAPL, NVDA, MSFT, AMZN
Q4 2024 59$127.5MIWF, AAPL, NVDA, MSFT, GOOGL
Q3 2024 59$118.9MIWF, AAPL, NVDA, MSFT, GOOGL
Q2 2024 58$117.8MIWF, AAPL, NVDA, MSFT, GOOGL
Q1 2024 63$110.4MIWF, MSFT, AAPL, NVDA, GOOGL